Oder Investment Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Oder Investment Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	39,966 +3,445	+9%	+$122K	1.08%	27
2025 Q4	$1.2M	Buy	36,521 +1,113	+3%	+$35.8K	0.87%	31
2025 Q3	$1.13M	Buy	35,408 +1,169	+3%	+$36.5K	0.81%	35
2025 Q2	$1.01M	Sell	34,239 -449	-1%	-$12.4K	0.76%	38
2025 Q1	$976K	Buy	34,688 +22,043	+174%	+$667K	0.83%	35
2024 Q4	$389K	Buy	+12,645	New	+$400K	0.32%	73

Other funds holding DFSV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Oder Investment Management's DFSV Position: Q1 2026 in Review

Oder Investment Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 9.4% in Q1 2026, buying an estimated $122K and bringing the position to 39,966 shares worth $1.4M. The position accounts for 1.08% of the portfolio, ranked #27.

Oder Investment Management first reported a position in DFSV in Q4 2024 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

Oder Investment Management held 39,966 shares of Dimensional US Small Cap Value ETF worth $1.4M as of Q1 2026.
Oder Investment Management bought 3,445 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $122K.
Dimensional US Small Cap Value ETF made up 1.08% of Oder Investment Management's portfolio in Q1 2026, its #27 holding.
Oder Investment Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.